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ASVRX vs PSOPX
ASVRX vs PSOPX Comparison
Open Charts ASVRX vs PSOPX
American Century Small Cap Value R
Price$9.87
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets4.8B
JPMorgan Small Cap Value I
Price$27.61
Change+$0.20 (+0.73%)
VolumeN/A
Net Assets1.23B
ASVRX vs PSOPX Comparison Chart in %
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ASVRX vs. PSOPX commentary
Jul 06, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ASVRX is a Buy and PSOPX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.8B vs. PSOPX (1.23B). PSOPX pays higher dividends than ASVRX: PSOPX (0.96) vs ASVRX (0.42). ASVRX was incepted earlier than PSOPX: ASVRX (15 years) vs PSOPX (30 years). ASVRX (1.59) is less costly to investors than PSOPX (1.01). PSOPX is a more actively managed with annual turnover of: 61.00 vs. ASVRX (46.00). ASVRX has a lower initial minimum investment than PSOPX: ASVRX (2500) vs PSOPX (1000000). PSOPX annual gain was more profitable for investors over the last year : 3.23 vs. ASVRX (-1.10). ASVRX return over 5 years is better than : 67.04 vs. PSOPX (47.64).
| ASVRX | PSOPX | ASVRX / PSOPX | |
| Total Expense Ratio | 1.59 | 0.94 | 169% |
| Annual Report Gross Expense Ratio | 1.59 | 1.01 | 157% |
| Fund Existence | 15 years | 30 years | - |
| Gain YTD | -2.555 | 0.877 | -291% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.8B | 1.23B | 390% |
| Annual Yield % from dividends | 0.42 | 0.96 | 43% |
| Returns for 1 year | -1.10 | 3.23 | -34% |
| Returns for 3 years | 11.16 | 11.87 | 94% |
| Returns for 5 years | 67.04 | 47.64 | 141% |
| Returns for 10 years | 10.24 | 6.62 | 155% |
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